Heritage Financial
HFWA
152 hedge funds and large institutions have $1.02B invested in Heritage Financial in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 56 reducing their positions, and 23 closing their positions.
27% more capital invested
Capital invested by funds: $803M → $1.02B (+$219M)
13% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 23
9.07% more ownership
Funds ownership: 77.14% → 86.21% (+9.1%)
2% more funds holding
Funds holding: 149 → 152 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
16% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$74.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.48M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.46M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
+$8.65M |
| 5 |
Jennison Associates
New York
|
+$7.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$14.5M |
| 2 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$5.45M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$3.38M |
| 4 |
Renaissance Technologies
New York
|
-$3.3M |
| 5 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$3.02M |
HFWA Hedge Fund Activity: Q2 2018 in Review
152 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q2 2018, worth a combined $1.02B — up 27% from $803M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HFWA positions and 23 closed out — a net gain of 3 holders — while 47 added to existing stakes and 56 trimmed.
The largest buyer was BlackRock, adding an estimated $74.4M. The largest seller was Millennium Management, exiting entirely with an estimated $14.5M sold.
- 152 institutional investors held Heritage Financial (HFWA) as of Q2 2018, up from 149 in Q1 2018.
- Funds reported $1.02B of Heritage Financial stock for Q2 2018, up 27% quarter-over-quarter.
- 26 funds opened new Heritage Financial positions in Q2 2018 and 23 closed out, a net change of +3 holders.
- The largest Heritage Financial buyer in Q2 2018 was BlackRock, an estimated $74.4M added.
- The largest Heritage Financial seller in Q2 2018 was Millennium Management, an estimated $14.5M sold.
Based on aggregated 13F filings for Q2 2018.